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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,416 | $93,346-86.7% | $71,796-82.7% | $273,972-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 1.19% | 130.39%-129.2pp | 78.04%-76.9pp | 41.46%-40.3pp |
| Employer contribution / active EE | $615 | $2,733-77.5% | $1,924-68.1% | $4,869-87.4% |
| Participant deferral / active EE | $1,683 | $3,475-51.6% | $2,794-39.8% | $5,287-68.2% |
| Admin fee / account holder | $60 | $6,571-99.1% | $4,815-98.7% | $10,133-99.4% |